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Optimize Special Needs Planning Opportunities MP3

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Your Price: $4.99
Item Number: NAMI-18-034-M
Individuals dealing with mental health challenges may have special needs. Attendees will learn how to secure their loved ones access to public benefits, structure their estate planning, maximize assets, document essential information and avoid or correct planning mistakes. Mike Walther, CPA/PFS, CFP, CFA, Founder and President, Oak Wealth Advisors, Northbrook, Ill.
"Stressed Out? Need To Relax? Download Soothing Sounds of Hawaii Now or Get the CDs. Cheaper than a mai tai and better than a chill pill, cheap booze or TV."
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